WORKSHOPS

Melia Advisory Group regularly hosts educational seminars
for the community in the greater Tulsa area.

 

As financial advisors who care about people and their retirement knowledge, we are committed to educating individuals on the
often confusing aspects of financial planning and investing. It is our aim to help people succeed in reaching their retirement goals and dreams.

 

Seminar topics include:

 

Social Security planning – Learn how to get the most out of social security.

Understand how your social security will be impacted by taxes.

After spending your life paying into the Social Security system, did you know that up to 85% of your social security benefits may be subject to federal tax? It all depends on your income and marital status but proper tax planning can ease the pain. It is possible, if done right, to pay zero taxes in retirement and we cover this in our workshops.

Estate planning – Everything you need to know about wills and trusts.

Your estate is comprised of everything you own. Estate planning involves making a plan in advance and naming whom you want to receive all the things you own after you die. Good estate planning is something that everyone needs to plan and prepare for. Ensure you set yours up properly.

IRA & RMD planning – Understanding your tax picture with RMD’s (Required Minimum Distributions)

When you reach age 70 1/2, you are required to withdraw a minimum amount from your retirement funds. The required minimum distribution is the amount a person must take out of their account to avoid tax penalties. The withdrawals will be included in your taxable income except for any part that was taxed before (your basis) or that can be received tax-free (such as qualified distributions from designated Roth accounts).

All of our workshops are free with no obligation. If you are interested in learning more about our workshops, would like to attend or have questions, you can call Eileen 918.794.9290.

 

Please click on event for time and location details.

Call for a free consultation 918.794.9290

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